At the intersection of consumer goods and technology, Amazon (AMZN -2.83%) stands out as the global leader in e-commerce and cloud computing. The company's long history of innovation and fantastic growth has rewarded shareholders handsomely, with the stock more than doubling in value in just the past five years.Halfway around the world, Coupang (CPNG -1.23%) is attempting to replicate some of Amazon's success, emerging as a formidable competitor and one of Asia's largest online retailers. Despite a volatile ...

Market Overview - Major market indexes are trading close to new highs, pushing valuations above historical norms, with the S&P 500's P/E ratio around 30, nearly double the historical average [1] Coupang - Coupang is South Korea's leading online retail company, attracting investment from billionaires like Howard Marks and Chase Coleman [2] - The stock rebounded last year with a 20% year-over-year revenue growth in Q3, excluding the acquisition of Farfetch, and 25% growth when excluding currency changes [3] - Coupang controls nearly 40% of South Korea's e-commerce market, projected to grow from $124 billion in 2023 to $182 billion by 2028, with active customer count reaching 22.5 million, up 11% year over year [4] - The company has expanded operations to Taiwan, Singapore, China, India, and Europe, indicating a need to prove its business model in other geographies [5] - The unique delivery system allows for rapid package delivery in densely populated areas, with significant investment in growth in Taiwan [6] - The stock's P/S multiple of 1.6 is lower than Amazon's early growth years, suggesting potential for excellent returns as the company grows [7] Skechers - Skechers is a top footwear brand growing earnings at double-digit rates, trading at just 16 times earnings, with new investment from Andreas Halvorsen of Viking Global Investors [8] - The company has achieved a 14% annualized revenue growth over the last decade, yet the stock has consistently traded at a P/E ratio under 20, which appears unjustified [8] - Recent quarterly sales grew 13% year over year, with earnings surging 26%, indicating a strong brand reputation for style, comfort, and quality at affordable prices [9] - The stock has faced recent declines due to potential U.S. tariffs on imports from China, impacting near-term earnings, but analysts expect 16% earnings growth in 2025 [11] - Viking Global anticipates that Skechers will successfully navigate tariffs by adjusting its supply chain, potentially leading to returns on par with earnings growth [12]

Group 1: Company Performance - Coupang, Inc. (CPNG) closed at $25.13, reflecting a -1.53% change from the previous day's closing price, underperforming the S&P 500's daily loss of 0.43% [1] - Over the past month, Coupang's shares have increased by 14.7%, while the Retail-Wholesale sector and the S&P 500 gained 5.51% and 2.6%, respectively [1] Group 2: Upcoming Financial Results - Coupang is set to announce its earnings on February 25, 2025, with an expected EPS of -$0.01, indicating a 112.5% decline from the same quarter last year [2] - Revenue is forecasted to be $8.08 billion, representing a 23.17% increase compared to the corresponding quarter of the previous year [2] Group 3: Analyst Estimates and Valuation - Recent changes to analyst estimates for Coupang are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] - The Zacks Rank system, which assesses estimate changes, currently ranks Coupang at 3 (Hold), with a 15.88% decrease in the consensus EPS estimate over the last 30 days [5] - Coupang has a Forward P/E ratio of 53.54, significantly higher than the industry average of 23.71, indicating a premium valuation [6] - The company has a PEG ratio of 53.01, compared to the Internet - Commerce industry's average PEG ratio of 1.2, suggesting a high valuation relative to expected earnings growth [7] Group 4: Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 60, placing it in the top 24% of over 250 industries [7] - The strength of industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Company Performance - Coupang, Inc. (CPNG) closed at $25.52, with a slight increase of +0.04% compared to the previous day, underperforming the S&P 500's daily gain of 0.24 [1] - Over the past month, shares of Coupang have increased by 14.96%, significantly outperforming the Retail-Wholesale sector's gain of 5.98% and the S&P 500's gain of 2.37% [1] Upcoming Earnings - The upcoming earnings report for Coupang is scheduled for February 25, 2025, with an expected EPS of -$0.01, indicating a 112.5% decline compared to the same quarter last year [2] - Revenue is projected to be $8.08 billion, reflecting a 23.17% increase from the same quarter last year [2] Analyst Estimates - Recent changes to analyst estimates for Coupang are crucial, as positive revisions often indicate a favorable business outlook [3] - The Zacks Consensus EPS estimate has decreased by 15.88% in the past month, and Coupang currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - Coupang has a Forward P/E ratio of 53.52, which is significantly higher than the industry average Forward P/E of 22.2 [6] - The company also has a PEG ratio of 52.99, compared to the Internet - Commerce industry's average PEG ratio of 1.15 [7] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 77, placing it in the top 31% of over 250 industries [8]

Core Viewpoint - Coupang's stock has increased by 77% over the past year, but it remains 51% below its 2021 IPO price of $63.50, indicating a reset of expectations since then [1] Company Overview - Coupang is one of Asia's largest retailers, offering a wide range of products through its online marketplace, including groceries, electronics, and fashion [3] - The company has a competitive advantage in South Korea, effectively preventing Amazon from gaining significant market presence [4] Recent Developments - Coupang has expanded its operations in Asia, establishing logistics hubs in Singapore and Taiwan, which are key growth drivers [5] - In 2024, Coupang acquired Farfetch, a luxury fashion marketplace, to diversify its offerings beyond mass-market retail [5] Financial Performance - For Q3 2024, Coupang reported a 27% year-over-year increase in net revenue, or 20% excluding Farfetch's impact, with active customers rising by 11% to 22.5 million [6] - The company's new services, such as Coupang Eats and Coupang Pay, saw a revenue growth of 146% year-over-year in Q3, excluding Farfetch's contribution [7] Future Projections - Analysts expect Coupang's revenue to grow by 24.7% in 2024 and 15.5% in 2025, with adjusted EPS projected to reach $0.49 in 2025 compared to $0.01 in 2024 [8][9] - Revenue estimates for 2024 and 2025 are $30.4 billion and $35.1 billion, respectively [9] Market Positioning - Coupang's stock is trading at a forward P/E ratio of 48 for 2025, which is higher than regional competitors like Sea Limited and Chinese companies such as Alibaba and PDD Holdings [12][13] - The premium valuation reflects its status as a U.S. incorporated company, but it raises concerns about potential risks if growth does not meet expectations [13]

Company Performance - Coupang, Inc. closed at $24.01, reflecting a +1.27% change from the previous session, outperforming the S&P 500's daily gain of 0.39% [1] - Over the last month, Coupang's shares increased by 4.22%, lagging behind the Retail-Wholesale sector's gain of 8.29% but surpassing the S&P 500's gain of 1.7% [1] Earnings Report Expectations - The upcoming earnings report is projected to show earnings of -$0.01 per share, indicating a year-over-year decline of 112.5% [2] - Revenue is anticipated to be $8.21 billion, representing a 25.12% increase from the same quarter last year [2] Analyst Estimates and Revisions - Recent adjustments to analyst estimates for Coupang are important as they reflect short-term business trends [3] - Positive estimate revisions are interpreted as a favorable sign for the company's business outlook [3] Zacks Rank and Performance - The Zacks Rank system, which assesses estimate changes, indicates that Coupang currently holds a rank of 3 (Hold) [5] - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 10.38% [5] Valuation Metrics - Coupang is trading at a Forward P/E ratio of 43.37, which is a premium compared to the industry's average Forward P/E of 20.55 [6] - The PEG ratio for Coupang is currently 42.94, while the Internet - Commerce industry has an average PEG ratio of 1.1 [6] Industry Overview - The Internet - Commerce industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 40, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Coupang (CPNG -0.38%), the leading e-commerce company in South Korea, has disappointed early investors following its Mar. 2021 debut. The company priced its IPO at $35.00, and shares opened at $63.50 on their first day of trading. However, the stock trades at $23.00 per share as of this writing.It initially dazzled investors with its rapid growth, but the bulls retreated as they fretted over macroeconomic and competitive challenges. With a market capitalization of $42 billion, Coupang trades at just 1.2 tim ...

Growth stocks are one of the best assets to build wealth over the long term. If you carefully choose stocks of growing companies, it is not that difficult to grow your money fivefold over a 10-year period.Turning $1,000 into $5,000 over that period implies a compound annual return of 17%. The trick is to invest in strong companies that can sustain this level of growth in their annual revenues or earnings. Stocks can be volatile in the short term, but they follow the company's growth over the long run.To ass ...

In the latest market close, Coupang, Inc. (CPNG) reached $23, with a -0.65% movement compared to the previous day. The stock's change was less than the S&P 500's daily loss of 0.47%. Elsewhere, the Dow saw a downswing of 0.31%, while the tech-heavy Nasdaq depreciated by 0.51%.Heading into today, shares of the company had gained 5.32% over the past month, lagging the Retail-Wholesale sector's gain of 5.46% and outpacing the S&P 500's gain of 1.67% in that time.The investment community will be paying close at ...

Coupang, Inc. (CPNG) ended the recent trading session at $22.70, demonstrating a +0.62% swing from the preceding day's closing price. This move outpaced the S&P 500's daily loss of 1.46%. At the same time, the Dow added 0.65%, and the tech-heavy Nasdaq lost 3.07%.The company's shares have seen an increase of 0.18% over the last month, not keeping up with the Retail-Wholesale sector's gain of 2.27% and the S&P 500's gain of 1.08%.Market participants will be closely following the financial results of Coupang, ...